Reports - Income, Expenses, and Assets on Matters
In this Article:
Totals Fields for a Case
The Case Data table contains several fields:
- Total Monthly Income, Total Annual Income
- Total Monthly Expenses, Total Annual Expenses
- Total Liquid Asset Amount (very few sites collect Non-Liquid assets).
Income
Case Data > Income Types > Income Types
Concatenates all the income types for a matter into one field. This allows a report to display all income types but still be one row per case.
NB: The filter option mentioned here is not currently working (Ref: 96776): If this field is used as a filter, the filter comparison type is usually set to "Is any of substring". Substring allows filtering on a type like "SSI", and will return cases where the only income is SSI, but also cases where there are other income types, for example, "Child Support, Employment, SSI".
Case Data > Income Entries (one row per entry)
Provides several fields related to each income entry. As the table name indicates, it produces one row per income entry, not per case.
If a person is collected for each income row, the Family > Person subtable displays the name of the family member/non-adverse party for a row. This column in is blank for income rows attributed to the client. The Family > Relationship [Lookup] subtable displays that person's relationship to the client.
Selecting "No Income" or "Income Not Provided" in the Income Type dropdown on a matter does not record an Income Type (the column is blank on reports), but sets the "Zero Income" or "Senior Income" field, respectively, to Yes.
Case Data > All Household People Associated With a Case > Person > Income Source Information
Provides a way to somewhat replicate the Income list view. Include the Full Name field from the Person subtable, the Monthly Amount field from this subtable, and add the Lookup Type > Name field. You will almost certainly want to change the column heading from Name to Income Type.
All household people on the case will be listed, even if they do not have any income rows attributed to to them.
If one person has 2 or more rows of the same type of income, those rows will be collapsed to one row with the total monthly amount column displaying the total for all those rows.
Expenses
There currently isn't a subtable to pull detailed Expense information. (Ref: 90126)
Assets
Case Data > Types of Assets
Displays a concatenated list of assets types.
Case Data > Assets (One Row per Asset)
All the detail.